Privacy Policy

Last Updated March 20, 2025

LegalDesk, Inc. (dba Streamline AI) (“Streamline AI,” “Streamline”, “we,” “our”, or “us”) is committed to protecting your Personal Data (as defined below), which we collect and hold. We operate the www.streamline.ai (the “Site”) and the Streamline AI platform (collectively, the “Service”).  

This Privacy Policy outlines how we collect, manage, use and disclose your Personal Data and safeguard your privacy, in connection with the products and services we provide. We will use your Personal Data only for the purposes and in the manner set forth below, which describes the steps we take to ensure our processing of your Personal Data is in compliance with the General Data Protection Regulation ((EU) 2016/679) (GDPR) and any implementing legislation (Data Protection Legislation) and any other applicable privacy framework such as the California Consumer Privacy Act ("CCPA"), as amended by the California Privacy Rights Act ("CPRA").

By using our Service or accessing our Site, you agree to and are bound by the collection and use of information in relation to this policy. We will not use or share your information with anyone except as described in this Privacy Policy.

The terms used in this Privacy Policy have the same meanings as in our Terms and Conditions, which is accessible at Streamline AI unless otherwise defined in this Privacy Policy.

What information do we collect?

Personal Information

Streamline AI requires each customer to provide us with personal information (which includes any information that can identify a person, either directly or indirectly) (“Personal Data”) to access and use Streamline AI products and services. Personal Data is captured when a visitor accesses the Services, speaks on the phone with a Streamline AI employee or willingly discloses that information such as completing a form or otherwise contacting us. A visitor may also disclose Personal Data when the visitor registers and creates a login for the Services, engages in transactions, contacts customer service, or participates in contests, promotions, surveys, forums, content submissions, requests for suggestions, or other aspects of services offered by Streamline AI.

We may collect: (i) “Contact Data” (such as your name, address, city, state, zip code, phone number, and email address); (ii) “Financial Data” (such as your credit card number, expiration date, and verification code or bank account information); (iii) “Demographic Data” (such as your zip code and sex); and (iv) other “Legal Data” (such as your company information, transaction information, and other sensitive information included in legal agreements). Streamline AI uses this information for the sole purpose of administering, providing or improving the Services for our customers, and does not use such information for any other reason, except in cases where we are compelled to do so pursuant to applicable law or by a court order.

Traffic Data

Streamline AI may also collect a variety of visitor data such as IP addresses, browser settings, internet service provider (ISP) information, referring/exit pages, operating systems, date/time stamps, and clickstream data (collectively “Visitor Data”). The Site may use Visitor Data to compile traffic data about the types of visitors who use the Site at specific intervals (collectively “Traffic Data”).

We may use Traffic Data to analyze Site traffic. We may also use Traffic Data to diagnose problems with our server, administer our Site, or display content according to your preferences. Visitor Data and Traffic Data may also be shared with business partners, affiliates, or advertisers on an aggregated and anonymized basis.

When you visit or log in to our website, cookies and similar technologies may be used by our online data partners or vendors to associate these activities with other personal information they or others have about you, including by association with your email or home address. We (or service providers on our behalf) may then send communications and marketing to these email or home addresses. You may opt out of receiving this advertising by visiting https://app.retention.com/optout

Cookies

Streamline AI may use the standard cookie feature of major browser applications and third-party providers, including Google Analytics, Webflow and Hubspot features (Remarketing, Google Display Network Impression Reporting, the DoubleClick Campaign Manager Integration and Google Analytics Demographics and Interest Reporting), or employ internally developed cookies and tracking codes, that allow Streamline AI to store a small piece of data on a visitor’s computer, or any other device a visitor uses to access Online Services, about his or her visit to the Site or use of Applications. Streamline AI does not capture Personal Data in cookies or use cookies to mine Personal Data. You can remove persistent cookies by following directions provided in your Internet browser’s “help” directory. If you reject cookies, you may still use our site, but your ability to use some areas of our site will be limited.

3rd Party Tracking

The use of tracking technologies by our service providers, technology partners or other 3rd party assets (such as social media links) on the site is not covered by our Privacy Policy. These 3rd parties may use cookies, clear gifs, images, and scripts to help them better manage their content on our site. We do not have access or control over these technologies. We do not tie the information gathered to our Customers’ or Users’ Personal Data.

Testimonials and Reviews

We may display personal testimonials of satisfied customers. We will ask for your specific consent as part of the survey. If you wish to update or delete your testimonial, you can contact us at privacy@streamline.ai. We may also display customer reviews. If you provide a review that we display and wish to update or delete it, you can also contact us at privacy@streamline.ai.

Calls/Electronic Communication

In the regular course of our business, Streamline AI may monitor and record phone conversations or email communications between you and Streamline AI employees for training and quality assurance purposes. We may receive confirmation when you open or click on content in an email from us, which helps us make our communications to you more useful and interesting. If you do not wish to receive email from Streamline AI, you may unsubscribe from our mailing list on any of the emails we send.

How do we use the information we collect and do we share the information we receive?

We use information we collect from the Services to communicate with you regarding use of our Services, information related to your account, provide you with our service, provide technical support, provide user training, verify your identity when you sign into any of our Sites, create invoices, manage our relationship with you, facilitate your transactions with our third-party marketing partners, and inform you of company news, updates, information related to our product or services. For example, you may receive a welcome email that confirms your username and password, and later receive communications responding to your inquiries, providing services you request, and managing your account. We occasionally send service-related announcements, for example, to alert you if we need to temporarily suspend the Site for maintenance.

Opting-Out

Right to Access and Deletion - You may request a copy of the specific Personal Data we have collected about you in the past 12 months or that we delete your Personal Data by sending us an email with your request at privacy@streamline.ai and we will respond to your request within the timeframes required by applicable law, subject to some legal exceptions. We will first verify your request by matching the information you provide with our records. In some cases, we may request additional information to confirm your identity.

No Sale of your data - We do not sell your Personal Data to third parties. Therefore, there is no need to opt-out of sales.

Promotional Emails and Newsletters

We send promotional emails and newsletters from time to time to users who have registered on the site and to those who have opted in to receive such emails. Generally, you may not opt-out of service-related or transactional communications, which are not promotional. If you do not wish to receive service-related communications, you may terminate your account by contacting privacy@streamline.ai. However, you can opt-out of promotional communications by following the unsubscribe instructions in any communication or by emailing us at privacy@streamline.ai.

You may choose not to provide Streamline AI with Personal Data or you may turn off cookies in your browser by changing its settings. If you make these decisions, you may continue to use the Site and browse its pages. However, we cannot enable logins to the Streamline AI Platform without Personal Data.

Service Providers

We may employ third-party companies and individuals to assist us with:

  • Facilitating our Service;
  • Providing the Service on our behalf;
  • Performing Service-related services; or
  • Analyzing and improving our marketing efforts, website performance, and user engagement.

We want to inform users of this Service that these third parties may collect, process, and analyze certain Personal Data when you interact with our website.  This may include, but is not limited to:

  • IP addresses, device information, and browsing behavior on our website;
  • Interaction data, such as pages visited, time spent on pages, and engagement with content;
  • Identifiers inferred from LinkedIn or other public sources.

These third parties process this information to help us understand user behavior, improve our services, and optimize our marketing campaigns. However, they are obligated not to disclose or use the information for any other purpose.

Your Choices and Controls

You may opt-out of certain tracking technologies by adjusting your cookie preferences in your browser settings.

For information on how Google Analytics collects and processes data, please visit Google's Privacy Policy.

To opt out of Google Analytics tracking, you can use the Google Analytics Opt-Out Browser Add-on.

Security

We value your trust in providing us your Personal Data, thus we are striving to use commercially acceptable means of protecting it against loss, theft and unauthorized use, disclosure, or modification, however, no method of transmission over the internet, or method of electronic storage is 100% secure and reliable, and we cannot guarantee its absolute security. Please keep your password secure and do not share your password with anyone else.

Your Consent

By using the Service, you are consenting to our processing of your information as set forth in this Privacy Policy now and as amended by us. “Processing” means using cookies on a computer/handheld device or using or touching information in any way, including, but not limited to, collecting, storing, deleting, using, combining and disclosing information, all of which activities will take place in the United States. If you reside outside the United States your information will be transferred, processed and stored there under United States privacy standards.

Links to Other Sites

This Service may contain links to other sites. If you click on a third-party link, you will be directed to that site. Note that these external sites are not operated by us. Therefore, we strongly advise you to review the Privacy Policy of these websites. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services.

EU Data Subject Rights

  1. Lawful Grounds. If you reside in the European Economic Area or Switzerland (collectively the "EU"), we rely on the following lawful grounds under the General Data Protection Regulation ("GDPR") to process (collect, store, and use) your Personal Data: (a) it is necessary for the performance of a contract with you; (b) our or a third-party’s legitimate business interest; or (c) your consent. Our subscribers determine the lawful grounds for the processing of Personal Data submitted through their use of our Services and we limit such processing to our subscribers’ instructions.
  2. Data Transfer Notice. We are located in the United States and transfer your Personal Data for processing in the United States. We make the transfer to the United States in the absence of an adequacy decision because it is necessary for the performance of a contract with you, or with your explicit consent. We also use model contractual clauses (or the then-lawful data transfer mechanism recognized under GDPR or other applicable law) with our subscribers to provide adequate protection for the transfer and processing of your Personal Data in the United States.
  3. Individual Rights and Data Requests. We provide tools to our subscribers to respond directly to data subject requests to access, transfer, rectify or erase their Personal Data, or to restrict or object to the processing of their Personal Data. You may also contact us at support@streamline.ai to request access to, transfer of, and rectification or erasure of your Personal Data, or restriction of processing, or to object to processing of your Personal Data, to the extent that we process such information on our own behalf. Please specify the nature of your request and the information that is the subject of your request. We may require you to submit additional information necessary to verify your identity and status as an EU data subject. If we are processing your Personal Data for a subscriber, we will forward your request to our subscriber and assist the subscriber in responding within 30 days. If you are a visitor to our Site, we will respond to your request directly within 30 days. If we are processing your Personal Data based upon the lawful ground of your consent, you have the right to withdraw your consent for such processing at any time without affecting the lawfulness of processing based on consent before it is withdrawn. To withdraw consent, please email us at privacy@streamline.ai.
  4. Retention. At a minimum and to the extent allowed under applicable law, we will retain your Personal Data for as long as necessary for the purpose in which it was collected, such as to deliver a Service, perform our obligations under a contract, for our or a third-party’s legitimate interest, or your consent.

California Consumer Privacy Act (CCPA) Notice

  1. Your CCPA Rights. If you are a California resident, you have the following rights under the California Consumer Privacy Act ("CCPA"), as amended by the California Privacy Rights Act ("CPRA"):
    • Right to Know: You may request details about the categories and specific pieces of Personal Data (PII) we have collected about you in the past 12 months, including the sources of collection, business purposes, and any third parties with whom we share your data.
    • Right to Delete: You may request that we delete any Personal Data we have collected about you, subject to certain legal exceptions.
    • Right to Correct: You may request that we correct inaccurate Personal Data that we maintain about you.
    • Right to Opt-Out of Sharing or Selling: We do not sell your Personal Data. However, we may "share" certain PII for targeted advertising purposes under the CCPA’s broad definition of "sharing." You can opt out of such sharing by contacting us at privacy@streamline.ai.
    • Right to Limit Use of Sensitive Personal Information: If we collect sensitive personal information (such as geolocation or precise identifiers), you may request that we limit its use to what is necessary to provide our services.

Children’s Privacy

These Services do not address anyone under the age of 13. We do not knowingly collect Personal Data from children under 13. In the case we discover that a child under 13 has provided us with Personal Data, we immediately delete this from our servers. If you are a parent or guardian and you are aware that your child has provided us with Personal Data, please contact us at privacy@streamline.ai so that we will be able to do necessary actions.

Data Retention Policy

We will retain your information for the period necessary to fulfill the purposes outlined in this Privacy Policy and our agreement with you unless a longer retention period is required or permitted by applicable law.  If you’d like us to delete any of your Personal Data that you have provided via the Service, please contact us at privacy@streamline.ai and we will respond in a reasonable time. Please note that some or all of the Personal Data you have provided to us may be required in order for you to use the Service.

Changes to This Privacy Policy

We may update our Privacy Policy from time to time to ensure that it’s up to date with evolving laws and regulations and our company practices. Please review this page periodically for any changes. We will notify you of any changes by posting the new Privacy Policy on this page. These changes are effective immediately after they are posted on this page. Your continued use of our Site and Services constitutes your agreement to this Privacy Policy and any updates to this Privacy Policy. This Privacy Policy was last updated on March 20, 2025.

Termination

If you wish to have your account and all associated data deleted from our systems, please email us at privacy@streamline.ai.

Contact Us

If you have questions or concerns regarding our privacy policy, please contact us at privacy@streamline.ai.